See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,353 | $162,781+57.5% | $133,956+91.4% | $158,922+61.3% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 3.83% | 41.94%-38.1pp | 45.09%-41.3pp | 302.83%-299.0pp |
| Employer contribution / active EE | $13,920 | $4,975+179.8% | $3,919+255.2% | $4,761+192.4% |
| Participant deferral / active EE | $6,166 | $5,911+4.3% | $5,048+22.1% | $5,982+3.1% |
| Admin fee / account holder | $2,799 | $11,736-76.2% | $8,927-68.6% | $11,246-75.1% |